We are live on ! Find out more
BN icon

Brookfield

819 hedge funds and large institutions have $53.5B invested in Brookfield in 2025 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 285 increasing their positions, 274 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more call options, than puts

Call options by funds: $85.7M | Put options by funds: $30.4M

13% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 68

7.63% more ownership

Funds ownership: 94.52%102.14% (+7.6%)

4% more repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 274

1% less funds holding

Funds holding: 825819 (-6)

3% less funds holding in top 10

Funds holding in top 10: 6866 (-2)

10% less capital invested

Capital invested by funds: $59.6B → $53.5B (-$6.09B)

Holders
819
Holders Change
-6
Holders Change %
-0.73%
% of All Funds
10.98%
Holding in Top 10
66
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.94%
% of All Funds
0.88%
New
77
Increased
285
Reduced
274
Closed
68
Calls
$85.7M
Puts
$30.4M
Net Calls
+$55.3M
Net Calls Change
-$440K
Name Holding Trade Value Shares
Change
Change in
Stake
VDBMI
176
Van Den Berg Management I
Texas
$10.9M -$53.1K -1,404 -0.4%
LFM
177
LGT Fund Management
Liechtenstein
$10.3M
Rockefeller Capital Management
178
Rockefeller Capital Management
New York
$10.2M +$197K +5,223 +2%
Northwestern Mutual Wealth Management
179
Northwestern Mutual Wealth Management
Wisconsin
$10M -$969K -25,642 -8%
ACH
180
ArrowMark Colorado Holdings
Colorado
$10M
AC
181
AMS Capital
Brazil
$9.98M +$5.36M +141,836 +98%
BP
182
BNP Paribas
France
$9.92M -$147K -3,900 -1%
Brown Advisory
183
Brown Advisory
Maryland
$9.62M +$743K +19,654 +8%
LKIM
184
Lawson Kroeker Investment Management
Nebraska
$9.53M -$612K -16,195 -6%
Mariner
185
Mariner
Kansas
$9.44M -$368K -9,724 -3%
PNC Financial Services Group
186
PNC Financial Services Group
Pennsylvania
$9.33M +$718K +18,999 +8%
KMC
187
Kirr Marbach & Co
Indiana
$9.26M +$71.6K +1,895 +0.7%
TCC
188
Trans-Canada Capital
Quebec, Canada
$9.22M +$9.98M +264,000 New
HighTower Advisors
189
HighTower Advisors
Illinois
$9.06M -$880K -23,275 -8%
SAM
190
Silvercrest Asset Management
New York
$9.05M +$23.9K +632 +0.2%
ACM
191
Adalta Capital Management
New York
$9.05M -$55.3K -1,462 -0.6%
URS
192
Utah Retirement Systems
Utah
$8.7M
EIM
193
Ervin Investment Management
Washington
$8.57M +$113K +2,993 +1%
PCIG
194
Partners Capital Investment Group
Massachusetts
$8.56M +$4.35M +115,110 +89%
TCCM
195
Timber Creek Capital Management
Massachusetts
$8.49M +$477K +12,621 +5%
BZWA
196
Blue Zone Wealth Advisors
California
$8.31M +$736K +19,483 +9%
MCM
197
Moerus Capital Management
New York
$8.24M
PI
198
Parkside Investments
Illinois
$8.08M -$2.64M -69,944 -23%
Grantham, Mayo, Van Otterloo & Co (GMO)
199
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$8.04M -$14.7M -387,930 -63%
Baird Financial Group
200
Baird Financial Group
Wisconsin
$7.97M -$42.3K -1,119 -0.5%

BN Hedge Fund Activity: Q1 2025 in Review

819 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Brookfield (BN) for Q1 2025, worth a combined $53.5B — down 10% from $59.6B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new BN positions and 68 closed out — a net gain of 9 holders — while 285 added to existing stakes and 274 trimmed.

The largest buyer was Capital World Investors, adding an estimated $359M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $324M.

  • 819 institutional investors held Brookfield (BN) as of Q1 2025, down from 825 in Q4 2024.
  • Funds reported $53.5B of Brookfield stock for Q1 2025, down 10% quarter-over-quarter.
  • 77 funds opened new Brookfield positions in Q1 2025 and 68 closed out, a net change of +9 holders.
  • The largest Brookfield buyer in Q1 2025 was Capital World Investors, an estimated $359M added.
  • The largest Brookfield seller in Q1 2025 was Manulife (Manufacturers Life Insurance), an estimated $324M sold.

Based on aggregated 13F filings for Q1 2025.